Universe · entity
BIP Wealth, LLC
Institutional manager (13F) · CIK 1590214
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.9B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | STATE STR SPDR S&P 500 ETF T | $319M | 491,129 |
| 2 | WISDOMTREE TR | $257M | 5,099,716 |
| 3 | VANGUARD INDEX FDS | $107M | 334,403 |
| 4 | VANGUARD INDEX FDS | $91M | 461,873 |
| 5 | ISHARES TR | $66M | 1,303,001 |
| 6 | VANGUARD INDEX FDS | $66M | 109,676 |
| 7 | ISHARES TR | $59M | 605,879 |
| 8 | SCHWAB STRATEGIC TR | $57M | 1,946,533 |
| 9 | VANGUARD INTL EQUITY INDEX F | $52M | 379,038 |
| 10 | VANGUARD INTL EQUITY INDEX F | $45M | 596,151 |
| 11 | SPDR SERIES TRUST | $44M | 1,478,176 |
| 12 | CAPITAL GROUP DIVIDEND VALUE | $28M | 659,184 |
| 13 | CAPITAL GROUP CORE EQUITY ET | $27M | 690,410 |
| 14 | ISHARES TR | $25M | 900,592 |
| 15 | SPDR SERIES TRUST | $24M | 431,762 |
| 16 | VANGUARD SCOTTSDALE FDS | $24M | 294,016 |
| 17 | APPLE INC | $24M | 94,634 |
| 18 | CAPITAL GROUP GBL GROWTH EQT | $24M | 715,977 |
| 19 | SSGA ACTIVE ETF TR | $24M | 588,178 |
| 20 | SPDR SERIES TRUST | $24M | 241,492 |
| 21 | ISHARES TR | $21M | 85,336 |
| 22 | WISDOMTREE TR | $21M | 259,514 |
| 23 | VANGUARD INDEX FDS | $20M | 46,349 |
| 24 | ISHARES TR | $20M | 760,919 |
| 25 | WISDOMTREE TR | $20M | 292,888 |
| 26 | SPDR SERIES TRUST | $20M | 247,384 |
| 27 | VANGUARD STAR FDS | $19M | 246,586 |
| 28 | SPDR SERIES TRUST | $18M | 106,132 |
| 29 | VANGUARD SPECIALIZED FUNDS | $18M | 84,482 |
| 30 | SPROTT ASSET MANAGEMENT LP | $18M | 506,722 |
| 31 | CAPITAL GRP FIXED INCM ETF T | $17M | 643,490 |
| 32 | VANGUARD INTL EQUITY INDEX F | $17M | 310,361 |
| 33 | ISHARES TR | $17M | 25,595 |
| 34 | ISHARES TR | $16M | 289,397 |
| 35 | PIMCO ETF TR | $16M | 619,973 |
| 36 | ISHARES TR | $16M | 116,150 |
| 37 | ISHARES TR | $16M | 154,557 |
| 38 | FIRST TR EXCHANGE-TRADED ALP | $15M | 127,052 |
| 39 | STERLING INFRASTRUCTURE INC | $14M | 34,550 |
| 40 | DIMENSIONAL ETF TRUST | $14M | 282,450 |
| 41 | FIRST TR EXCHANGE-TRADED FD | $14M | 107,214 |
| 42 | ISHARES TR | $12M | 530,035 |
| 43 | ISHARES TR | $12M | 469,217 |
| 44 | ISHARES TR | $11M | 151,649 |
| 45 | MICROSOFT CORP | $11M | 29,424 |
| 46 | SPDR SERIES TRUST | $11M | 115,051 |
| 47 | ISHARES TR | $11M | 211,618 |
| 48 | NVIDIA CORPORATION | $10M | 59,981 |
| 49 | ISHARES TR | $10M | 95,672 |
| 50 | VANGUARD INDEX FDS | $10M | 33,958 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.